2023 Form 5500 filing — The Chart Pension Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015143207NAL0029987009001) for The Chart Pension Plan, reported by Chart Industries, Inc. under EIN 34-1712937 and plan number 005. It reports 908 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015143207NAL0029987009001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Chart Industries, Inc.
- EIN
- 34-1712937
- Plan number
- 005
- Location
- Ball Ground, GA
- Participants
- 908
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $54,030,013
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $54,030,013
- Total income / additions
- $8,146,509
- Benefits paid
- $3,065,035
- Administrative expenses
- $135,298
- Total expenses
- $3,200,333
- Net increase / (decrease)
- $4,946,176
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance | RECORDKEEPER | $0 | $97,900 |
| Mercer | SERVICE PROVIDER | $45,000 | not reported in the loaded dataset |
| Raymond James | INVESTMENT ADVISORY | $0 | $30,000 |
| Great West Life & Annuity Ins Co | ADMIN SERVICES | $0 | $0 |